Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Nunn is a financial advisor registered with Charles Schwab & Co., Inc. Jason has been in the industry since November 2006, and has a background in securities and investments. Jason is licensed to provide financial advice in Nebraska, with a current registration with Charles Schwab & Co., Inc.. Previous experience includes a registration with TD Ameritrade, Inc.. Jason holds the Series 63, Series 7, Series 24 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NE
01/19/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
11/22/2006 - 01/19/2022
TD AMERITRADE, INC. (BELLEVUE NE)
BC
Issued 11/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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